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You work hard and have a busy family life. You are successful but may have competing financial demands such as trying to save for retirement and college at the same time. We can help you put it all together.

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Who We Help

Plain and simple, we work for you. Some large Wall Street type firms may put their interests above their clients. Not us. Not here. Not ever. As fee-based Registered Investment Advisors and Certified Financial Planner™ Practitioners, we act as fiduciaries. We have no investments to sell and no hidden agendas.

As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have a plan. Is it really possible to educate your kids and still retire? As Certified College Planning Specialists™, we have the strategies to help ensure your success. Early stage or late stage, we have the answers. Let us show you how.

Whether you have lost a spouse, are in the beginning or final stages of divorce, our compassionate process will help ensure your financial success. Having a clear understanding of your finances will bring you not only peace of mind but also a sense of empowerment. As Certified Financial Planner™ practitioners as well as Certified Divorce Financial Analysts™, our experience and knowledge will put you in a better place financially.

You work hard and have a busy family life. Because you are busy, you look for ways to save time and simplify your life. For over 25 years, we have been helping folks just like you achieve what's important to you. We can help make sure you are on track to meet your goals.

Latest Blog Posts

With the new tax law kicking in this year, lots of things are changing for taxpayers, including itemized deductions. Prior to 2018, taxpayers who itemized deductions were able to lower their tax bill with few restrictions. But now, with the new cap on deductions for state and local income and property taxes set at a maximum of $10,000, being able to itemize is not assured.

Taxes–you can’t avoid them, but you can make the annual ritual a little less, well, “taxing” with proper planning and preparation. And, you may be able to reduce this year’s burden. Here is an overview:

It’s benefits season. The time of year when employees have to decide which health plan to select, which investments to select for your 401(k), and how much to put into your flexible spending plan. The number of options and complexity of all the different benefit options can be dizzying to many employees.